Position in RKT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$38,571
+$3,673 QoQ
Shares Held
2,449
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#645
of 787 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $38,571 across 1 Mortgage Finance name. RKT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
2,449 | $38,571 |
All Filings in RKT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,571 | 2,449 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $34,898 | 2,449 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $48,264 | 2,493 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $47,461 | 2,449 | Shares | Sole | 2025-10-16 | |
| 2023-03-31 | $9,060 | 1,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $175 | 25 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $480 | 76 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||